Purchases and Sales Made in Q3 2025 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 2025. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
199+ 3.94% |
$16.8K - $18.3K
|
5.24K
$463K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
198+ 15.07% |
$16.7K - $18.2K
|
1.51K
$133K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
198+ 3.31% |
$16.7K - $18.2K
|
6.17K
$544K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
190+ 0.99% |
$16K - $17.5K
|
19.3K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
189+ 1.82% |
$15.9K - $17.4K
|
10.6K
$934K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
188+ 21.96% |
$15.8K - $17.3K
|
1.04K
$92.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
181+ 0.81% |
$15.2K - $16.7K
|
22.5K
$1.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
178+ 6.44% |
$15K - $16.4K
|
2.94K
$260K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
176+ 92.63% |
$14.8K - $16.2K
|
366
$32.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
171+ 6.16% |
$14.4K - $15.7K
|
2.95K
$260K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
171+ 0.51% |
$14.4K - $15.7K
|
33.6K
$2.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
170+ 2.37% |
$14.3K - $15.6K
|
7.34K
$648K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
164New |
$13.8K - $15.1K
|
164
$14.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
BUY
|
- |
160+ 1.68% |
$13.5K - $14.7K
|
9.68K
$854K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
158+ 1.17% |
$13.3K - $14.5K
|
13.6K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
158+ 1.57% |
$13.3K - $14.5K
|
10.2K
$903K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
153+ 72.17% |
$12.9K - $14.1K
|
365
$32.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
149+ 2.17% |
$12.6K - $13.7K
|
7.03K
$620K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
149+ 3.73% |
$12.6K - $13.7K
|
4.14K
$365K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
143New |
$12K - $13.2K
|
143
$12.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
139+ 5.51% |
$11.7K - $12.8K
|
2.66K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
139+ 0.21% |
$11.7K - $12.8K
|
66K
$5.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
131+ 0.63% |
$11K - $12.1K
|
20.9K
$1.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
121+ 0.47% |
$10.2K - $11.1K
|
25.7K
$2.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
120+ 1.6% |
$10.1K - $11K
|
7.61K
$671K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
117+ 4.71% |
$9.86K - $10.8K
|
2.6K
$229K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
114+ 4.73% |
$9.6K - $10.5K
|
2.52K
$223K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
111+ 2.07% |
$9.35K - $10.2K
|
5.47K
$482K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
110+ 1.09% |
$9.27K - $10.1K
|
10.2K
$899K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
107+ 0.15% |
$9.01K - $9.84K
|
73.6K
$6.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
105+ 3.05% |
$8.85K - $9.66K
|
3.54K
$313K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
102+ 11.7% |
$8.59K - $9.38K
|
974
$85.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
100+ 1.74% |
$8.43K - $9.2K
|
5.84K
$515K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
99+ 1.11% |
$8.34K - $9.11K
|
8.98K
$792K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
91+ 8.26% |
$7.67K - $8.37K
|
1.19K
$105K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
86+ 0.31% |
$7.25K - $7.91K
|
28.1K
$2.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
86+ 0.95% |
$7.25K - $7.91K
|
9.15K
$807K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
81+ 1.92% |
$6.82K - $7.45K
|
4.3K
$379K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
79+ 2.4% |
$6.66K - $7.27K
|
3.38K
$298K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
78+ 1.24% |
$6.57K - $7.18K
|
6.35K
$560K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
75+ 0.51% |
$6.32K - $6.9K
|
14.7K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
75+ 3.03% |
$6.32K - $6.9K
|
2.55K
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
74New |
$6.23K - $6.81K
|
74
$6.53K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
73+ 1.86% |
$6.15K - $6.72K
|
4K
$353K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
66+ 0.31% |
$5.56K - $6.07K
|
21.2K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
66+ 0.78% |
$5.56K - $6.07K
|
8.52K
$752K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
65+ 2.11% |
$5.48K - $5.98K
|
3.15K
$278K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
62+ 1.06% |
$5.22K - $5.7K
|
5.92K
$522K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
60+ 2.11% |
$5.06K - $5.52K
|
2.91K
$256K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
60+ 5.7% |
$5.06K - $5.52K
|
1.11K
$98.1K
|